eBusiness Suite for Sage ERP MAS 500 powered by RKL Tim Efinger – VP Enhanced Solutions
[email protected]
AGENDA • • • • • • • •
Integration with MAS 500 database Self-Service for Customers, Salespeople, Employees Additional Integration Features Inquiry Tool for AR and IM Configuring eBusiness Suite for Sage ERP MAS 500 Order Entry Features B2C Technical Components
INTEGRATION WITH MAS 500 • Direct Integration with mas500_app database – All inquiry data displayed on the web site is retrieved live from the MAS 500 database via web services – The submit of an order is live into MAS 500 via web services – Pricing of items is done using the business rules defined in the Inventory and Sales Order modules
• No existing database objects are altered • Database objects loaded into mas500_app database with _RKL suffix • Requires one MAS 500 user to run web services layer
SELF SERVICE FEATURES Self-service for Customers, Salespeople, Employees – Orders – Shipments – Invoices – Payments – Inventory : Summary, Detail, Lot Number, Serial Number, Warehouse, Bin Level – Customer Status
ADDITIONAL INTEGRATION FEATURES • • • • • • •
Multiple MAS 500 company compatible Multiple MAS 500 customers per user login Customer Maintenance Credit Card Payments on account User Defined Item Aliases User Defined web promotions User Defined Shipment Tracking URL’s
ADDITIONAL INTEGRATION FEATURES • Sales Tax MAS 500 Base Sales Tax Sage AvaTax by Avalara® - requires additional module from Sage www.avalara.com
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Credit Card Processing MAS 500 v7.3 Credit Card module – included with Sage Payment Services merchant processor contract
• Shipping Charges Flat Rate Shipping Tables based on total order weight or sales amount
• eBusiness Suite web based promotions
CONFIGURATION FEATURES • • • •
Global Links –menu items available on the site Security Groups – defines the roles of users Events – enables/disables functionality by group Attributes – defines environment settings, user experience and workflow of site by group • Filtering – Item Classes, Sales Product Lines, Product Categories, Warehouses, Ship Methods, Reason Codes
CONFIGURATION FEATURES • User Types: Customer – associated with MAS 500 Cust ID Salesperson – associated with MAS 500 Salesperson ID Other - associated with Security Group only which allows full access to all customers (CSR’s, etc.)
CONFIGURABLE ORDER ENTRY
Features and functionality are configurable by Company ID in MAS 500 as well as by Security Group
ORDER ENTRY FEATURES • Three Styles of Order Entry are available • Override of various features if enabled – – – – – –
Shipping Warehouse Display of Qty Available, Qty on Hand, or Text Salesperson Sales Source, Promise, Requested and Ship by Dates. Terms
ITEM GROUPING CAPABILITIES
Group items by two of the following: Item Classes Sales Product Lines Product Categories
ITEM SEARCH CAPABILITIES You define the search order up to four ways: Item ID Short Description Long Description UPC Code Item Aliases Customer Items Vendor Items
EXPOSE STANDARD USER FIELDS • The following User Fields are available for display:
Customer Maintenance – tarcustomer Item Maintenance – timitem Sales Order Header – tsoSalesOrder Sales Order Line = tsoSOLine
ITEM DETAIL INFORMATION
• Fields available for display:
Item ID Short Description Long Description Web defined Extended item description
• Multiple Attachments per item
SALES ORDER ENTRY CAPABILITIES • MAS 500 Customers – ability to limit ship to addresses by user login to website • MAS 500 Salespeople – supports full sales team capabilities. Not limited to Primary Salesperson functionality • Back Office – CSR’s, Remote Locations, Order entry clerks • Business to Consumer – create new customer on hold
BUSINESS TO CONSUMER (B2C) SUPPORT • Provides support for B2C in two ways. – eBusiness Suite for Sage ERP MAS 500 includes a “lite” B2C interface that allows for entry of a cart and creation of a MAS 500 customer that must be credit approved prior to shipping. These pages can be enhanced based on your B2C needs. – Web Services for Sage ERP MAS 500 which are included in eBusiness Suite can be used to connect a custom B2C interface to MAS 500
TECHNICAL INFORMATION • Developed in Visual Studio 2008 .NET Framework 3.5 SP1 is required No 3rd party tools
• Consists of 3 components eBusiness Suite for Sage ERP MAS 500 UI - (ASP.NET) Web Services for Sage ERP MAS 500 (VB.NET and C## .NET) SQL objects in standard MAS 500 database
• Requires Internet Information Services (6.0 or 7.0) to host eBusiness Suite for Sage ERP MAS 500 and Web Services for Sage ERP MAS 500.
TECHNICAL INFORMATION • Supported on Windows Server 2003, Windows Server 2003 R2, Windows Server 2008 and Windows Server 2008 R2 • Supported on 64 bit machines running as 32 bit application (Support as 64 bit application anticipated in late spring 2011) • Support for SQL server 2005, SQL server 2008, SQL Server 2008 R2
TECHNICAL RECOMMENDATIONS • Highly recommend deploying the web services and user interface (IIS) on a separate Server from the Sage MAS 500 database server NOTE: The eBusiness Suite for Sage ERP MAS 500 User Interface and Web Services for Sage ERP MAS 500 can be deployed on separate servers as well.
• Highly recommend use of SSL certificate on eBusiness Suite for Sage ERP MAS 500 server
Product Demo
Q&A – ADDITIONAL RESOURCES • Sage Partner Solution Source website – http://www.sagepss.com/Solution.aspx?SolutionID=2795
• RKL eSolutions website – http://www.rklesolutions.com/resadd.html
